Paperback, Captus
Personal Finance: Plan, Invest, Enjoy! presents essential personal finance concepts and guides readers through the investment choices that support a comprehensive financial plan. The text emphasizes the integration of financial planning and investing as the foundation for long-term financial well-being.
Organized into two parts, the book provides a logical and accessible structure.
- Part I: Personal Financial Planning introduces the key concepts and steps involved in developing a comprehensive financial plan.
- Part II: Investing covers the fundamentals of investing, including core principles and commonly used investment vehicles.
A new Chapter 12, Investing: Beyond the Fundamentals, expands coverage to include advanced topics such as behavioural finance, performance measurement, alternative investments, FinTech, robo-advising, and asset allocation.
What’s New in This Edition
- New Chapter 12: Investing: Beyond the Fundamentals
- Updated examples reflecting current regulatory, tax, and market developments
- Expanded coverage aligned with the FP Canada Body of Knowledge
- New and revised content on emerging financial products and planning considerations